Barclays’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,900
| Closed | -$79K | – | 5483 |
|
|
2020
Q2 | $79K | Sell |
1,900
-2,600
| -58% | -$94.9K | ﹤0.01% | 4671 |
|
|
2020
Q1 | $141K | Buy |
4,500
+700
| +18% | +$33.1K | ﹤0.01% | 4541 |
|
|
2019
Q4 | $209K | Buy |
3,800
+2,400
| +171% | +$131K | ﹤0.01% | 5000 |
|
|
2019
Q3 | $80K | Sell |
1,400
-700
| -33% | -$39.4K | ﹤0.01% | 5639 |
|
|
2019
Q2 | $122K | Sell |
2,100
-100
| -5% | -$5.51K | ﹤0.01% | 5533 |
|
|
2019
Q1 | $110K | Buy |
2,200
+900
| +69% | +$44.6K | ﹤0.01% | 5281 |
|
|
2018
Q4 | $57K | Sell |
1,300
-3,100
| -70% | -$153K | ﹤0.01% | 5405 |
|
|
2018
Q3 | $258K | Sell |
4,400
-1,200
| -21% | -$66.9K | ﹤0.01% | 4796 |
|
|
2018
Q2 | $297K | Buy |
5,600
+300
| +6% | +$17.4K | ﹤0.01% | 4389 |
|
|
2018
Q1 | $323K | Buy |
5,300
+3,300
| +165% | +$217K | ﹤0.01% | 4394 |
|
|
2017
Q4 | $141K | Sell |
2,000
-2,000
| -50% | -$138K | ﹤0.01% | 4974 |
|
|
2017
Q3 | $257K | Sell |
4,000
-2,000
| -33% | -$129K | ﹤0.01% | 4209 |
|
|
2017
Q2 | $384K | Buy |
6,000
+3,800
| +173% | +$241K | ﹤0.01% | 3771 |
|
|
2017
Q1 | $139K | Sell |
2,200
-100
| -4% | -$6.1K | ﹤0.01% | 4634 |
|
|
2016
Q4 | $133K | Hold |
2,300
| – | – | ﹤0.01% | 4547 |
|
|
2016
Q3 | $118K | Sell |
2,300
-1,200
| -34% | -$56.1K | ﹤0.01% | 4395 |
|
|
2016
Q2 | $144K | Sell |
3,500
-100
| -3% | -$4.22K | ﹤0.01% | 4152 |
|
|
2016
Q1 | $140K | Sell |
3,600
-500
| -12% | -$19.2K | ﹤0.01% | 4116 |
|
|
2015
Q4 | $180K | Buy |
4,100
+1,500
| +58% | +$73.2K | ﹤0.01% | 3990 |
|
|
2015
Q3 | $122K | Sell |
2,600
-2,000
| -43% | -$104K | ﹤0.01% | 4482 |
|
|
2015
Q2 | $235K | Buy |
4,600
+1,100
| +31% | +$57.1K | ﹤0.01% | 4042 |
|
|
2015
Q1 | $179K | Buy |
3,500
+1,200
| +52% | +$60.3K | ﹤0.01% | 4431 |
|
|
2014
Q4 | $117K | Sell |
2,300
-2,400
| -51% | -$124K | ﹤0.01% | 5070 |
|
|
2014
Q3 | $244K | Sell |
4,700
-2,200
| -32% | -$115K | ﹤0.01% | 4557 |
|
|
2014
Q2 | $345K | Buy |
6,900
+800
| +13% | +$37.7K | ﹤0.01% | 4323 |
|
|
2014
Q1 | $275K | Sell |
6,100
-500
| -8% | -$22.9K | ﹤0.01% | 4491 |
|
|
2013
Q4 | $324K | Sell |
6,600
-44,400
| -87% | -$2.11M | ﹤0.01% | 4522 |
|
|
2013
Q3 | $2.14M | Buy |
51,000
+9,800
| +24% | +$409K | ﹤0.01% | 2491 |
|
|
2013
Q2 | $1.54M | Buy |
+41,200
| New | +$1.51M | ﹤0.01% | 2819 |
|
Other funds holding PFG
NLI
VCM
VPM
